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In this webinar, Wade Pfau, Ph.D., CFA, RICP will provide an overview of four different retirement income strategies: Total Return, Time Segmentation, Income Protection, and…

As a financial professional, you know that age is more than just a number. It’s a pivotal factor in shaping effective tax and retirement plans for your clients. Join Larry Pon,…

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to…

Join us for this webinar in which Erik Hayden, founder of San Jose, California-based real estate firm Urban Catalyst, discusses their current fund, UC Multifamily Equity I LLC ("…

This webinar aims to demystify QLACs, shedding light on their role in deferring income to mitigate longevity risk. We will unpack the contribution limits, explaining how they fit…